10/27/2013
JPMorgan Names Head of Wealth Management Division
As chief executive of Chase Wealth Management he will oversee about 3,000 financial advisers at the company's 5,600 branches that oversee $179 billion of assets.
Executive Moves
10/27/2013
Signia Wealth appoints it new head of hedge fund investments
He brings significant expertise and experience in the hedge fund asset class across the US, European, Asia Pacific and Japanese markets.
10/27/2013
Ex-Honister chief exec Pearson to exit PosSol
Positive Solutions chief operating officer Richard Pearson is to leave the national IFA at the end of November.
10/25/2013
Credit Suisse names Curran as new UK CEO
Curran will take on the role at the end of October in addition to his existing responsibilities, the Swiss bank said in a memo seen by Reuters.
10/24/2013
Former UBS Wealth Management exec to head up Vontobel’s Platform Management Business
The trend in wealth management towards independent and product-neutral investment advice is clearly bolstering the strategic importance of the Multi Issuer Platform deritrade
10/24/2013
Brewin Hires Allan as Duo Exit Barclays’ Glasgow Team
Allan will report to Stephen Martin, head of Brewin’s Glasgow office. He recently left his role as a portfolio manager in Barclays’ Glasgow office.
10/24/2013
State Street appoints head of consultant relations for EMEA
She joins from AllianceBernstein
10/24/2013
Bank J. Safra Sarasin makes senior appointment
He brings with him over 20 years banking experience from across Europe, Brazil and the United States.
10/23/2013
Boutique private client wealth management firm expands business development team
He joins the Pall Mall based outfit from Fidelity International,
10/23/2013
Berry looks to expand adviser business with new hire
Berry Asset Management has hired a business development manager to expand its distribution into the adviser market.
10/23/2013
Deutsche wealth arm loses third portfolio head in two years
Deutsche Asset & Wealth’s UK head of portfolio management Jonathan Marriott is to leave the company at the end of October, just seven months into the role.
10/23/2013
Ex-Lyxor chief named AXA IM distribution head in boardroom reshuffle
In his new capacity he will be responsible for strengthening relationships with the firm's third-party clients and ensuring the firm’s high-quality investment solutions are distributed effectively to external investors worldwide.
10/22/2013
Deutsche Bank names Co-Heads of Asset Management Coverage in MENA
With their expertise and deep knowledge, They will help the sovereign wealth funds and key institutional clients access Deutsche Bank's global solutions in the institutional asset management
10/22/2013
JP Morgan appoints global market strategist for key European countries
He will deliver insight into the economy and financial markets to professional investors, focusing on the European markets of Belgium, the Netherlands, Luxembourg, France and Geneva.
10/22/2013
Investec new hire to head up high net worth lending
Investec Private Bank has been expanding its range of services for high net worth individuals, and last year launched Voyage by Investec, a private bank account.
10/22/2013
Industry Heavyweight to Join Calastone Management Team
He joins from SWIFT where he spent nine years in a variety of roles, most recently heading up its funds business across EMEA, and the regional team managing SWIFT’s investment management, custody and asset servicing offerings.
10/22/2013
Barclays Wealth boosts Florida team
She will be responsible for implementing the organization's global wealth management programs and sophisticated investment alternative strategies to high net worth individuals, foundations, corporations and not-for-profit organizations.
10/22/2013
Deutsche Bank named the new Co-Head of Insurance Investment Banking Coverage
He joins from Barclays, where he was most recently Head of Americas Insurance.
10/21/2013
F&C to lose top US small cap trust as Siddles quits for rival
Over five years the UK fund has returned 105% versus an 87% rise in the Russell 2,000 index.
10/21/2013
BNP Paribas expands the Group Management Board in Germany
As part of its ambition to grow, BNP Paribas further expands the Management Board Germany